| JTC Employer Solutions Trusteee Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $42 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 1 | $59 | 0.00% | −1−50.0% | Reduced |
| Trust Co of Toledo NA | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $59 | 0.00% | +1 | New |
| Essential Partners LLC | 1 | $59 | 0.00% | +1 | New |
| Optiver Holding B.V. | 2 | $118 | 0.00% | −148−98.7% | Reduced |
| Huntington National Bank | 2 | $118 | 0.00% | −6−75.0% | Reduced |
| Sachetta, LLC | 2 | $119 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $119 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $178 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 3 | $178 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 5 | $295 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $296 | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 6 | $307 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 6 | $356 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 7 | $414 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 7 | $414 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8 | $473 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 8 | $473 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 8 | $473 | 0.00% | +8 | New |
| Manchester Capital Management LLC | 8 | $474 | 0.00% | +8 | New |
| Fortitude Family Office, LLC | 9 | $533 | 0.00% | −5−35.7% | Reduced |
| Signaturefd, LLC | 10 | $592 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 12 | $710 | 0.00% | +12 | New |
| MAI Capital Management | 13 | $770 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 13 | $770 | 0.00% | +8+160.0% | Added |
| Rialto Wealth Management, LLC | 15 | $888 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 16 | $947 | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 16 | $947 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 16 | $947 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 17 | $1.01K | 0.00% | −1,098−98.5% | Reduced |
| National Bank of Canada | 18 | $1.06K | 0.00% | −2,848−99.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 18 | $1.07K | 0.00% | +18 | New |
| Smartleaf Asset Management LLC | 19 | $1.13K | 0.00% | +11+137.5% | Added |
| Farmers & Merchants Investments Inc | 20 | $1.18K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $1.18K | 0.00% | +8+66.7% | Added |
| Flagship Harbor Advisors, LLC | 21 | $1.24K | 0.00% | +21 | New |
| First Horizon Corp | 22 | $1.30K | 0.00% | −130−85.5% | Reduced |
| Golden State Wealth Management, LLC | 23 | $1.36K | 0.00% | +23 | New |
| Massmutual Trust Co FSB | 24 | $1.42K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 24 | $1.42K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 26 | $1.54K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 41 | $2.43K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 45 | $2.66K | 0.00% | +45 | New |
| WPG Advisers, LLC | 47 | $2.78K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $2.90K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 52 | $3.08K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 53 | $3.14K | 0.00% | +26+96.3% | Added |
| South State Corp. | 55 | $3.26K | 0.00% | +53+2,650.0% | Added |
| Farther Finance Advisors, LLC | 67 | $3.96K | 0.00% | −7−9.5% | Reduced |
| SBI Securities Co., Ltd. | 70 | $4.14K | 0.00% | −1−1.4% | Reduced |
| GWM Advisors LLC | 70 | $4.14K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 75 | $4.44K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 73 | $4.83K | 0.00% | +73 | New |
| Strategic Wealth Partners, Ltd. | 83 | $4.91K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 84 | $5.00K | 0.00% | +15+21.7% | Added |
| Rothschild Investment LLC | 88 | $5.21K | 0.00% | +8+10.0% | Added |
| Northwestern Mutual Wealth Management Co | 92 | $5.44K | 0.00% | +27+41.5% | Added |
| Quarry LP | 100 | $5.92K | 0.00% | −224−69.1% | Reduced |
| Hillsdale Investment Management Inc. | 100 | $5.92K | 0.00% | −30−23.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $5.92K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 102 | $6.04K | 0.00% | +15+17.2% | Added |
| CoreCap Advisors, LLC | 107 | $6.33K | 0.00% | −6−5.3% | Reduced |
| Basecamp Wealth Advisors LLC | 115 | $6.81K | 0.00% | +115 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 116 | $6.97K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 112 | $7.04K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 126 | $7.46K | 0.00% | +126 | New |
| Armstrong Advisory Group, Inc | 141 | $8.35K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 145 | $8.58K | 0.00% | +134+1,218.2% | Added |
| SageView Advisory Group, LLC | 150 | $8.88K | 0.00% | +150 | New |
| City State Bank | 160 | $9.47K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 176 | $10.4K | 0.00% | −31−15.0% | Reduced |
| TD Waterhouse Canada Inc. | 187 | $11.1K | 0.00% | +187 | New |
| Geneos Wealth Management Inc. | 195 | $11.5K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 200 | $11.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 204 | $12.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 206 | $12.2K | 0.00% | +52+33.8% | Added |
| Allworth Financial LP | 208 | $12.3K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 216 | $12.8K | 0.00% | +216 | New |
| IMA Wealth, Inc. | 218 | $12.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 222 | $13.1K | 0.00% | −1−0.4% | Reduced |
| Salomon & Ludwin, LLC | 226 | $13.8K | 0.00% | −42−15.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 224 | $14.1K | 0.00% | −18−7.4% | Reduced |
| Center for Financial Planning, Inc. | 246 | $14.6K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 252 | $14.9K | 0.00% | −7,266−96.6% | Reduced |
| Hartford Financial Management Inc. | 260 | $15.4K | 0.00% | −29−10.0% | Reduced |
| Versant Capital Management, Inc | 264 | $15.6K | 0.00% | +7+2.7% | Added |
| Harbor Capital Advisors, Inc. | 310 | $18.0K | 0.00% | −5−1.6% | Reduced |
| Oakworth Capital, Inc. | 350 | $20.7K | 0.00% | −158−31.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 352 | $20.8K | 0.01% | +352 | New |
| DV Trading LLC | 400 | $23.7K | 0.00% | +400 | New |
| Parkside Financial Bank & Trust | 416 | $24.6K | 0.00% | +29+7.5% | Added |
| Global Retirement Partners, LLC | 451 | $26.7K | 0.00% | +451 | New |
| Ronald Blue Trust, Inc. | 457 | $27.0K | 0.00% | −2−0.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 500 | $29.6K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 520 | $30.8K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 559 | $33.1K | 0.00% | 00.0% | Unchanged |